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Original filing (PDF)20250926083714NAL0009206369001
HMC HOSPITALITY GROUP, INC.
Form 5500
FILING_RECEIVED
HMC HOSPITALITY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
143
Accounts w/ balance
173
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 96 bps in Schedule C fees — 84% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HMC HOSPITALITY GROUP, INC..
Plan sponsor
Name
HMC HOSPITALITY GROUP, INC.
EIN
59-3081926
Address
107 HAMPTON ROAD · SUITE 200 · CLEARWATER, FL · 33759
Phone
(727) 725-2551
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $51K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | 87-1603224 | LAND O LAKES, FL | TPA | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT | 56-0574444 | — | AUDIT | $17K | — |
Investments
22 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth A | — | — | — | $939K | 12.1% | |
| Western Asset Western Asset Core Bond A | — | — | — | $927K | 12.0% | |
| Voya Financial Voya Intermediate Bond A | — | — | — | $906K | 11.7% | |
| Invesco Diversified Dividend A | — | — | — | $906K | 11.7% | |
| Lord Abbett Lord Abbett Short Dur Income Fund Class R4 | — | — | — | $708K | 9.2% | |
| BlackRock S&P 500 Index Inst | — | — | — | $595K | 7.7% | |
| Columbia Contrarian Core A | — | — | — | $481K | 6.2% | |
| BlackRock Liquidity FedFund Cash Management | — | — | — | $326K | 4.2% | |
| MFS International Growth A | — | — | — | $188K | 2.4% | |
| Fidelity Investments Federated MDT Small Cap Growth A | — | — | — | $188K | 2.4% | |
| BlackRock International Index Inv A | — | — | — | $185K | 2.4% | |
| PIMCO High Yield A | — | — | — | $174K | 2.3% | |
| maturing through August 2029. $-0- | — | — | — | $173K | 2.2% | |
| BlackRock Strategic Global Bond A | — | — | — | $166K | 2.1% | |
| Janus Henderson Janus Henderson Global Equity Income A | — | — | — | $152K | 2.0% | |
| Victory Capital Victory Sycamore Stablished Value A | — | — | — | $143K | 1.9% | |
| Victory Capital Victory Sycamore Small Comp Opportunity A | — | — | — | $135K | 1.7% | |
| BlackRock Emerging Mkts Instl | — | — | — | $128K | 1.7% | |
| Columbia Small Cap Index A | — | — | — | $110K | 1.4% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap A | — | — | — | $96K | 1.2% | |
| Columbia Mid Cap Index A | — | — | — | $91K | 1.2% | |
| Transamerica Financial Life Insurance Company Stable Value | — | — | — | $15K | 0.2% |